The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Cooper: Investment banks face IPO conflicts balancing issuers and institutional buyers
“Where the conflicts potentially come up is, you know, they've got kind of two clients, right, which is you're their client for this transaction, but, you know, a firm like Fidelity or T. Rowe Price or BlackRock, who is a, The institutional investor who buys sh…”
Scott Kupor Jun 14, 2019 ▶ 17:23 How to Get the Most from Your Board
Assertion Partly supported
Rampell: InvestCloud powers white-label robo-advising for Chase, Schwab, and Fidelity
“There's another company called InvestCloud that nobody's heard of, but if you have a Chase account, or if you have a Schwab account, or if you have a Fidelity account, they're the ones that are doing the wealth front for those guys.”
Alex Rampell Jan 2, 2019 ▶ 20:36 a16z Podcast | B2B2C
Opinion
Late-stage mutual fund investors like Fidelity are not 'dumb money'
“I really find it very hard to believe when, you know, other, when people talk about fidelity and others as, you know, dumb money or not knowing what they're doing, right. These are some of the most incredibly, you know, sophisticated Financial investors there …”
Scott Kupor Jan 2, 2019 ▶ 21:08 a16z Podcast | On Recent IPOs and Comparing Private vs. Public Valuations
Insight
Cooper: Mutual funds must buy late-stage private assets to beat benchmarks
“I'm Fidelity, or I'm Wellington, or I'm, you know, T. Rowe Price. I've got to be able to beat my S&P 500 benchmark. I can't do that by buying, you know, kind of large cap incumbents in the public market. And so an option for me to actually buy growth is go dee…”
Scott Kupor Jan 2, 2019 ▶ 11:39 a16z Podcast | The Rise of the Quasi-IPO
Disclosure
Casado: Nicira launched with AT&T, eBay, and Fidelity as customers
“When we launched the company, actually went public with the company, not like public as in the stock market, but we actually came out of stealth. We had AT&T, NTT, eBay, Rackspace, and Fidelity.”
Martin Casado Jan 2, 2019 ▶ 15:57 a16z Podcast | Infrastructure... Is Everything
Assertion Not checkable as stated
Levine: Fidelity and Morgan Stanley defined the legacy data center blueprint
“So, 10 years ago, everyone would look at Fidelity and Morgan Stanley, and those were the prototypes for the data center. And it was, guess what? It was EMC storage, an Oracle database, a Sun Microsystems server, and a Cisco switch. And the entire world copied …”
Peter Levine Jan 2, 2019 ▶ 4:21 a16z Podcast | Why Every Business is in the Data Business
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